BWX Technologies Inc (BWXT)vsHowmet Aerospace Inc (HWM)
BWXT
BWX Technologies Inc
$208.08
-3.75%
INDUSTRIALS · Cap: $19.06B
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 158% more annual revenue ($8.25B vs $3.20B). HWM leads profitability with a 18.3% profit margin vs 10.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
BWXT
Buy62
out of 100
Grade: C+
HWM
Strong Buy69
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 29 in profit
18.7% revenue growth
Earnings expanding 31.1% YoY
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 26.3%
Earnings expanding 20.3% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 15.4x book value
Premium valuation, high expectations priced in
Trading at 18.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 26.3%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 58.1x leaves little room for execution misses.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.8x leaves little room for execution misses.
Key Dynamics to Monitor
BWXT profiles as a growth stock while HWM is a mature play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.24 — expect wider price swings.
BWXT is growing revenue faster at 18.7% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 62/100), backed by strong 18.3% margins and 14.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BWX Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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